Tag archive for Best Practices

Anatomy of a successful Salesforce project: Enhabit

Anatomy of a successful Salesforce project: Enhabit

The competence and demeanor of our Bigger Boat team were absolutely critical to the project. They would really listen. The were never disagreeable but could tell us what would and would not work. Their process provided structure while being flexible to our changing needs. Mid-way…

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The Power of Investing in Your Team: A Salesforce Staffing Benchmark Study

The Power of Investing in Your Team: A Salesforce Staffing Benchmark Study

Today’s guest post is by Matt Eldridge. Matt served as IslandWood’s Senior Vice President. IslandWood’s mission is to inspire lifelong environmental and community stewardship. They do this through events and programs at several facilities, including their flagship 250-acre outdoor learning center on Bainbridge Island in…

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Bigger Boat Recognized as a B Corp 2016 “Best for the World” Honoree

Bigger Boat Recognized as a B Corp 2016 “Best for the World” Honoree

Did you know Bigger Boat has been a Certified B Corporation since our first year of business? We don’t talk about it much. Not because it’s not important to us, but because we would strive to run a socially conscious business even if the B…

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Should your nonprofit look at Salesforce Service Cloud and Cases?

Should your nonprofit look at Salesforce Service Cloud and Cases?

You’re a nonprofit effectively using Salesforce and the Nonprofit Starter Pack 3.0 to manage your donor relations and constituent communications. You’re looking at the next step for your connected nonprofit, and you want to bring some form of programs management into the database. Maybe you…

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Easy Volunteer and Client Sign-in

Easy Volunteer and Client Sign-in

“Just like many other nonprofits Rainbow Center needs to be able to track not only each unduplicated individual who comes to the Center every year but also how many times they visit. With the program designed by Bigger Boat not only are we able to…

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The History of HomeKeeper: From local impact to national shared measurement

The History of HomeKeeper: From local impact to national shared measurement

HomeKeeper is a Salesforce-based system for affordable homeownership organizations. It combines a day-to-day program management system with a shared measurement system. It is currently in use by over seventy organizations across the country. This post shares the history of how the HomeKeeper system came together over…

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Navigating Salesforce Licensing (June 2016)

Navigating Salesforce Licensing (June 2016)

Salesforce.org (and Salesforce.com) recently changed their pricing, configuration, and naming for licenses. This blog post reflects these changes and is an updated version of our previous licensing post. Through the Power of Us program, Salesforce.org provides a great benefit for every qualified 501c3: a grant…

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Supportive Housing Case Study: Tenderloin Housing Clinic

Supportive Housing Case Study: Tenderloin Housing Clinic

There is a trust component that is built into the work we’re doing with implementing Salesforce and that has huge implications in terms of ownership and buy-in. Salesforce is changing the way we think about the programs and services we provide to clients. The system…

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Exception Reporting: An Admin’s Best Friend

Exception Reporting: An Admin’s Best Friend

This week, I’ve been working in an org that was first built out almost 8 years ago. They’re a tiny staff, and don’t have a dedicated admin. Now, having an admin is absolutely crucial to long term success with Salesforce, but sometimes that just doesn’t…

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Custom Metadata Types for easier deployments

Custom Metadata Types for easier deployments

You can now use Custom Metadata Types to define and store your own metadata settings — and you can deploy these between orgs! Previously you had to use Custom Objects or Custom Settings, which don’t bring data over when you deploy them. Using Custom Metadata…

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